Madison Funds

Statistics as of May 01, 2025

Search , , ,

in

Further filter by keywords:
Found total of 12 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets ▲6M Money Flow
Muni National Interm
Expense Ratio
0.76%
TTM Yield
2.5%
3yr Sharpe
-0.61
YTD Return
-0.2%
3yr Return
5.0%
1yr Return
1.5%
Total Assets
$19M
6M Money Flow
$2M
Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.8%
3yr Sharpe
-0.22
YTD Return
1.0%
3yr Return
8.5%
1yr Return
6.1%
Total Assets
$40M
6M Money Flow
-$4M
Moderately Aggressive Allocation
Expense Ratio
1.00%
TTM Yield
2.0%
3yr Sharpe
-0.02
YTD Return
-1.2%
3yr Return
13.4%
1yr Return
5.2%
Total Assets
$51M
6M Money Flow
-$2M
Short-Term Bond
Expense Ratio
0.50%
TTM Yield
3.0%
3yr Sharpe
-0.39
YTD Return
3.0%
3yr Return
8.8%
1yr Return
7.0%
Total Assets
$58M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.00%
TTM Yield
2.4%
3yr Sharpe
-0.08
YTD Return
-0.3%
3yr Return
11.3%
1yr Return
5.4%
Total Assets
$87M
6M Money Flow
-$5M
Large Value
Expense Ratio
0.91%
TTM Yield
2.2%
3yr Sharpe
-0.14
YTD Return
-1.7%
3yr Return
7.2%
1yr Return
7.3%
Total Assets
$117M
6M Money Flow
-$27M
Moderate Allocation
Expense Ratio
1.16%
TTM Yield
5.5%
3yr Sharpe
-0.24
YTD Return
0.0%
3yr Return
6.6%
1yr Return
5.6%
Total Assets
$127M
6M Money Flow
-$10M
Small Blend
Expense Ratio
1.10%
TTM Yield
0.1%
3yr Sharpe
-0.03
YTD Return
-11.0%
3yr Return
12.6%
1yr Return
1.6%
Total Assets
$163M
6M Money Flow
-$11M
Derivative Income
Expense Ratio
0.99%
TTM Yield
8.5%
3yr Sharpe
-0.06
YTD Return
-5.9%
3yr Return
12.3%
1yr Return
-3.0%
Total Assets
$194M
6M Money Flow
-$41M
Intermediate Core Bond
Expense Ratio
0.42%
TTM Yield
4.1%
3yr Sharpe
-0.33
YTD Return
2.9%
3yr Return
6.7%
1yr Return
7.3%
Total Assets
$201M
6M Money Flow
$516K
Large Blend
Expense Ratio
0.91%
TTM Yield
0.6%
3yr Sharpe
0.50
YTD Return
-3.4%
3yr Return
39.8%
1yr Return
6.5%
Total Assets
$401M
6M Money Flow
-$9M
Mid-Cap Blend
Expense Ratio
0.81%
TTM Yield
0.9%
3yr Sharpe
0.35
YTD Return
-4.6%
3yr Return
33.7%
1yr Return
4.2%
Total Assets
$2B
6M Money Flow
$275M